ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 294 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $677,606 | -3.6% | 2,509 | 0.0% | 0.18% | +5.8% |
| Q2 2023 | $703,153 | +2.6% | 2,509 | 0.0% | 0.17% | -0.6% |
| Q1 2023 | $685,108 | -3.8% | 2,509 | 0.0% | 0.17% | -14.4% |
| Q4 2022 | $711,828 | +12.1% | 2,509 | 0.0% | 0.20% | +18.1% |
| Q3 2022 | $635,000 | -5.9% | 2,509 | 0.0% | 0.17% | -17.8% |
| Q2 2022 | $675,000 | -6.9% | 2,509 | 0.0% | 0.21% | +24.6% |
| Q1 2022 | $725,000 | -3.8% | 2,509 | 0.0% | 0.17% | +6.4% |
| Q4 2021 | $754,000 | +9.0% | 2,509 | 0.0% | 0.16% | -1.9% |
| Q3 2021 | $692,000 | +1.0% | 2,509 | 0.0% | 0.16% | +14.3% |
| Q2 2021 | $685,000 | +8.2% | 2,509 | 0.0% | 0.14% | +20.7% |
| Q1 2021 | $633,000 | +2.6% | 2,509 | 0.0% | 0.12% | -5.7% |
| Q4 2020 | $617,000 | +8.2% | 2,509 | 0.0% | 0.12% | -29.3% |
| Q3 2020 | $570,000 | +5.4% | 2,509 | 0.0% | 0.17% | +0.6% |
| Q2 2020 | $541,000 | +14.9% | 2,509 | 0.0% | 0.17% | 0.0% |
| Q1 2020 | $471,000 | -12.9% | 2,509 | 0.0% | 0.17% | +23.6% |
| Q4 2019 | $541,000 | +14.1% | 2,509 | 0.0% | 0.14% | -13.6% |
| Q3 2019 | $474,000 | -3.3% | 2,509 | 0.0% | 0.16% | +11.7% |
| Q2 2019 | $490,000 | -6.8% | 2,509 | -7.6% | 0.14% | -21.2% |
| Q1 2019 | $526,000 | +7.1% | 2,714 | 0.0% | 0.18% | -5.2% |
| Q4 2018 | $491,000 | -10.4% | 2,714 | +0.4% | 0.19% | -7.2% |
| Q3 2018 | $548,000 | +13.7% | 2,703 | 0.0% | 0.21% | +7.7% |
| Q2 2018 | $482,000 | +3.2% | 2,703 | 0.0% | 0.19% | +14.1% |
| Q1 2018 | $467,000 | -1.9% | 2,703 | 0.0% | 0.17% | +11.8% |
| Q4 2017 | $476,000 | +2.4% | 2,703 | 0.0% | 0.15% | 0.0% |
| Q3 2017 | $465,000 | – | 2,703 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |